AAPL - Featured Articles

Why all the fuss about the potential end of iPhone subsidies?

Why all the fuss about the potential end of iPhone subsidies?

With AT&T reporting its financial results this week the media is buzzing about comments they (and others) have made to the effect that smartphone subsidies may eventually come to an end. The theory being floated is that future mobile phone buyers will be aware of exactly how much how much...
On the eve of iPhone 6 carriers once again using the media to push back on 'subsidies'

On the eve of iPhone 6 carriers once again using the media to push back on 'subsidies'

Imagine a boss at a company with a really great salesperson who lands all the best, highest valued customers for the company. Now imagine that boss hates having to pay that salesperson their really high commission, even though it's the salesperson who's closing all those deals and ensuring all...
Vector 37: State of the digital comics

Vector 37: State of the digital comics

Jason Snell, of Macworld, PCWorld, TechHive, Greenbot, and The Incomparable joins Rene to talk about Apple — and other tech companies — as entertainment, Amazon's comiXology acquisition, Marvel Unlimited, and digital comics in general. Subscribe in iTunes Subscribe in RSS...

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How can Apple excite investors beyond Q2 FY14's boring quarterly report?

How can Apple excite investors beyond Q2 FY14's boring quarterly report?

Today after the market closes AAPL will report Q2 fiscal 2014 results. Expectations are for a boring (read: very profitable, but no growth) quarter. Analysts forecast $43.5 billion in revenue and $10.18 in earnings per share (EPS), which is pretty much a repeat of last year's numbers. Unless...
On the eve of iPhone 6 carriers once again using the media to push back on 'subsidies'

On the eve of iPhone 6 carriers once again using the media to push back on 'subsidies'

Imagine a boss at a company with a really great salesperson who lands all the best, highest valued customers for the company. Now imagine that boss hates having to pay that salesperson their really high commission, even though it's the salesperson who's closing all those deals and ensuring all...
Why all the fuss about the potential end of iPhone subsidies?

Why all the fuss about the potential end of iPhone subsidies?

With AT&T reporting its financial results this week the media is buzzing about comments they (and others) have made to the effect that smartphone subsidies may eventually come to an end. The theory being floated is that future mobile phone buyers will be aware of exactly how much how much...
Apple announces Q2 2014 earnings: 43.7 million iPhones, 16.3 million iPads, 4.1 million Macs sold

Apple announces Q2 2014 earnings: 43.7 million iPhones, 16.3 million iPads, 4.1 million Macs sold

Apple today announced their Q2 2014 financial results and highlights include 43.7 million iPhones, 16.3 million iPads, 4.1 million Macs sold. Quarterly revenue was $45.6 billion and quarterly net profit was $10.2 billion It's not the holiday quarter, which is Apple's typical powerhouse, and it's...
Why would Apple raise iPhone prices when all the money is in the mainstream?

Why would Apple raise iPhone prices when all the money is in the mainstream?

This morning an analyst posted something speculative about the possibility of a price increase on the iPhone 6 when it is released later this year. The analyst in question has horrible history when it comes to making Apple predictions, so we're going to ignore the source. What we aren't going to...
There won't be another iPhone-class product, not for Apple, not for anyone, not for a long time

There won't be another iPhone-class product, not for Apple, not for anyone, not for a long time

Apple needs another iPhone-class product or they're doomed. We heard it right after the iPhone was released. We heard it right after the iPad was released. We're hearing it now. From shoddy journalists to market mad-people it's the single most consistent, most bullshit Apple narrative of the last...
Why Tim Cook narrated Apple's new environmental video, Better

Why Tim Cook narrated Apple's new environmental video, Better

Apple recently launched a new, environmentally focused video called "Better" and what's more — it was narrated by their CEO, Tim Cook. That, having a high ranking executive voice-over a video, marketing or corporate, isn't common for Apple. Steve Jobs, famously, recorded the voice over for the...

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iMore show 399: Apple Q2 2014 results

Rene and Peter go over Apple's Q2 2014 financial results including iPhone, iPad, and Mac, the conference call that followed, and the weekly news.

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Apple announces Q2 2014 earnings: 43.7 million iPhones, 16.3 million iPads, 4.1 million Macs sold

Apple today announced their Q2 2014 financial results and highlights include 43.7 million iPhones, 16.3 million iPads, 4.1 million Macs sold. Quarterly revenue was $45.6 billion and quarterly net profit was $10.2 billion. It's not the holiday quarter, which is Apple's typical powerhouse, and it's roughly half a year since the last big product announcements, so there's been nothing to jumpstart numbers.

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How can Apple excite investors beyond Q2 FY14's boring quarterly report?

Today after the market closes AAPL will report Q2 fiscal 2014 results. Expectations are for a boring (read: very profitable, but no growth) quarter. Analysts forecast $43.5 billion in revenue and $10.18 in earnings per share (EPS), which is pretty much a repeat of last year's numbers. Unless Apple surprises us with something, the focus isn't going to be on the results, or even the guidance for next quarter. Apple investors want to know what's coming next. We all want to know — what will Apple do to become a growth company again?

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Why Tim Cook narrated Apple's new environmental video, Better

Apple recently launched a new, environmentally focused video called "Better" and what's more — it was narrated by their CEO, Tim Cook. That, having a high ranking executive voice-over a video, marketing or corporate, isn't common for Apple. Steve Jobs, famously, recorded the voice over for the now-iconic "Think Different" ad but ultimately went with Richard Dreyfuss as narrator. So, why Tim Cook?

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Why all the fuss about the potential end of iPhone subsidies?

With AT&T reporting its financial results this week the media is buzzing about comments they (and others) have made to the effect that smartphone subsidies may eventually come to an end. The theory being floated is that future mobile phone buyers will be aware of exactly how much how much their smartphone costs. This new financial awareness will somehow prompt fewer people to pony up for an expensive iPhone.

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On the eve of iPhone 6 carriers once again using the media to push back on 'subsidies'

Imagine a boss at a company with a really great salesperson who lands all the best, highest valued customers for the company. Now imagine that boss hates having to pay that salesperson their really high commission, even though it's the salesperson who's closing all those deals and ensuring all that money comes to the company. The boss can't afford to lose that salesperson but they're desperate to find anyway they can to cut that salesperson's commissions. Likewise, the salesperson knows their value and insists on being richly compensated for the deals they close. That's the relationship between the carriers and the iPhone, and between the price carriers pay Apple for the revenue the iPhone generates. It's also why the carriers hate Apple and the iPhone, and why when a new iPhone — like the iPhone 6 — is on the horizon, we get articles like this: "As Phone Subsidies Fade, Apple Could Be Hurt".

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Vector 37: State of the digital comics

Jason Snell, of Macworld, PCWorld, TechHive, Greenbot, and The Incomparable joins Rene to talk about Apple — and other tech companies — as entertainment, Amazon's comiXology acquisition, Marvel Unlimited, and digital comics in general.

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Why would Apple raise iPhone prices when all the money is in the mainstream?

This morning an analyst posted something speculative about the possibility of a price increase on the iPhone 6 when it is released later this year. The analyst in question has horrible history when it comes to making Apple predictions, so we're going to ignore the source. What we aren't going to ignore is the idea. Could Apple use the iPhone 6 as leverage to raise iPhone prices?

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There won't be another iPhone-class product, not for Apple, not for anyone, not for a long time

Apple needs another iPhone-class product or they're doomed. We heard it right after the iPhone was released. We heard it right after the iPad was released. We're hearing it now. From shoddy journalists to market mad-people it's the single most consistent, most bullshit Apple narrative of the last half-decade. What makes it so daft, so egregiously wrong-headed, is that there isn't a business as big as the iPhone, not for Apple, not for anyone, and there won't be again. Not for years more to come.

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Reminder: Financial analysts want to move Apple's stock price, not inform its customers

Financial analysts say the dumbest things, like if Apple doesn't release an iWatch in the next two months they're doomed, or that supply chain sources say unannounced products are delayed or have defects and it means doom, or that iPads aren't selling fast enough, or too fast, or— you get the idea. And they're almost always wrong. So why do they say these things and, more importantly, how can anyone whose job it is to cover Apple for investors be wrong so goram-always and still keep their jobs? Easy. Because informing people like us, customers who actually buy and enjoy Apple products isn't their job.

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Does Apple owe it to shareholders to rush out a new product category?

We’re almost a quarter way through 2014, and it seems some Apple shareholders have ants in their pants. They’re impatient and want to see what Tim Cook’s team is going to do in a new product category, be it an iWatch, Apple television, or something else entirely. I guess it isn’t enough for Apple to be so utterly dominant in mobile computing, an industry trend that will keep chugging along for the next decade?

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Cleanup on aisle 5: Why Apple is making an 8GB iPhone 5c and re-launching the iPad 4

Apple’s decision to introduce a new model of the iPhone 5c with 8GB of storage has some of us scratching our heads. So does their decision to reintroduce the previously killed off iPad 4. What’s going on? Has Apple gone insane? I don’t think so. It may not qualify as a genius business move or anything exceptionally special, but I think it makes sense.

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Apple CFO Peter Oppenheimer retiring in September, Luca Maestri to take his place

Peter Oppenheimer, senior vice president of finance and Apple's chief financial officer (CFO), will be retiring at the end of September in order to spend more time with his family, travel, pursue the philanthropic interests, and get his pilot's license. Apple's current vice president of finance and corporate controller, Luca Maestri, will be his successor and Oppenheimer will begin transitioning his responsibilities Maestri in June.

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Apple ranked as world's most-admired company for the 7th year straight

When you're the most valuable company in the world, the most profitable company of the last three years, and the company that sells the most popular smartphone and tablet, it's no surprise that others look up to you. For the seventh year in a row, Fortune has ranked Apple as the most-admired company on the planet.

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Why would Apple business development executives meet with Tesla Motors?

A few days ago rumors of Apple/Tesla meetings resurfaced, and conclusions were once again leapt to about a possible acquisition. It’s unfortunate that most people writing about the topic seems to have nothing but mergers and acquisitions (M&A) on the brain. I think there is absolutely no chance that happening and what's more — I think there are far more interesting possibilities to consider here.

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Why Apple 'computers' outselling Microsoft may not be fair, but is incredibly important

Earlier this week analyst Benedict Evans published a chart showing how “computers” running Apple software are starting to sell at greater volume than "computers" running Microsoft software. Of course he’s counting all Macs and iOS devices as computers, just as he’s counting all Microsoft Windows PCs and Windows Mobile phones as computers. But the numbers don’t lie. In the last quarter Apple's traditional + mobile business is responsible for shipping just as many units as Microsoft. And obviously Apple is growing much faster. The blog post accompanying the chart was a mere 3 sentences. The most important sentence was:

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Why Wall Street should pay attention to Apple's growing iTunes revenue

Over at Asymco blog, Horace Dediu wrote a wonderful post that examines the size and growth of Apple’s iTunes business. This business includes the sale of music, video, iOS apps, Mac apps, and various services.

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Why Apple is buying back stock faster than promised

Tim Cook revealed today in an interview with the Wall Street Journal that Apple had purchased $14 billion of its own stock in the last two weeks. This brings the total buyback to over $40 billion. You might recall that back in April of 2013 Apple announced its plan to return $100 billion to shareholders by the end of 2015 including a $60 billion stock buyback. So here we are in early 2014, only 10 months later, and Apple has completed two thirds of its buyback. This is not the sign of a company lacking confidence in its future. Why?

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Understanding Apple: When reporting doesn't seem to lead to insight

UPDATE: The quoted material is from an article in the New Yorker, not an excerpt of the forthcoming book, Haunted Empire: Apple after Steve Jobs. I've updated it to reflect that. I regret the error, apologize for it, and won't judge the book based on the contents of the article.

I've often wondered if reporting on Apple — getting sourced information and writing it up — automatically led to understanding Apple as part of the process. This following article from the New Yorker leads me to believe that's not necessarily the case. And that makes me sad. From The New Yorker:

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Q1 2014: Should Wall Street be hating Apple right now?

Last night Apple released its financial results for the holiday period, which is their Q1 of fiscal 2014. If you’re into this sort of news you already know the Street reacted very strongly to the numbers … and not in a good way. The stock tanked after hours, and as I write this morning the stock is down a whopping 7.5% on a day when the overall market (and practically every tech stock) is trading higher. Wall Street hates Apple right now. But is it justified? Were the results really that bad?

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